lhgrappler
New member
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- Today, 02:24
- Joined
- May 22, 2019
- Messages
- 13
I was given a huge mess of Excel files for what should be a simple ledger - so I'm trying to build an Access db for it, even though it's been over 15 years since I've worked with Access.
General work flow:
Once a month a check comes in that is for the previous month and distributed to the various counties 'accounts'.
Disbursements (spending funds) will be varied here and there and are by county as well, with a 15% admin fee for each disbursement.
Needs:
Current balance by county report - I have this done, although I don't know if I did it in the best, or most efficient way. (I had to take the form & report off to meet size limits, but the queries are there)
A report that looks like attached pic - ideally with a form that gets month & year to be used as criteria. I can handle the report part, it's the query(ies) behind that I'm unsure of the best way to do it... Not sure if it's possible/advisable to do one query for month and one for YTD, or if both will need multiple steps, like I did my current balance query. I'm thinking some sort of query that would put all the transactions in one place would be a good start, but I'm not sure how to do that.
(all data is "dummy data")
Thanks
General work flow:
Once a month a check comes in that is for the previous month and distributed to the various counties 'accounts'.
Disbursements (spending funds) will be varied here and there and are by county as well, with a 15% admin fee for each disbursement.
Needs:
Current balance by county report - I have this done, although I don't know if I did it in the best, or most efficient way. (I had to take the form & report off to meet size limits, but the queries are there)
A report that looks like attached pic - ideally with a form that gets month & year to be used as criteria. I can handle the report part, it's the query(ies) behind that I'm unsure of the best way to do it... Not sure if it's possible/advisable to do one query for month and one for YTD, or if both will need multiple steps, like I did my current balance query. I'm thinking some sort of query that would put all the transactions in one place would be a good start, but I'm not sure how to do that.
(all data is "dummy data")
Thanks
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